This guide provides an overview of how to access exports for migrating customer data and steps to cancel Recharge if you are migrating to another platform.

Before you start

• Some providers have their own advice or requirements for migrating to their solution. Be sure to check with your new subscription solution for guidance on migration steps.
  
• Cancelling your ecommerce store, such as Shopify or BigCommerce, will not automatically stop activity on your Recharge account. As they are separate systems, you will also need to cancel your Recharge account if you are shutting down your ecommerce account.
• If you are migrating away from Shopify and are using a Shopify payment method, like Shopify Payments, you will need to reach out to Shopify Support to get those payment tokens.  Shopify does have a method for exporting payment tokens, but this one-off service may come with a charge.

Step 1 - Contact your new subscription solution provider

Your new provider may have requirements for migrating to their solution. Coordinate with your new subscription solution for the best guidance on migration steps. 

Step 2 - Disable the widget and Order Now button

• Disabling the widget ensures new customers will not be able to check out with subscriptions through Recharge. To disable the Recharge widget click Storefront, select Subscription Widget in the dropdown, and click Unpublish the subscription widget. 
• Disabling the Order Now button on the Customer Portal ensures that existing customers cannot move their upcoming orders while you are transitioning your data to your new solution. To disable the Order Now button, click on Storefront, select Customer Portal, and disable Edit upcoming order date.
  • It is also recommended to disable the other Customer Portal settings to ensure that customers must connect with you to update details on their account and ensure a clean transition.

Step 3 - Download data exports

After you disable the widget, download your customer information through Exports. We recommend the following exports for migration best practice:

• Subscriptions - All 

• Charges - Queued

• Customer - Payment Tokens (migrated Shopify Checkout Integration)

• Payment Methods -- All: This export contains all payment methods for this store. 

• Customer 

• Orders - Prepaid queued (if applicable)

• Orders - Prepaid processed (if applicable)

To pull your customer payment token data, you can download the Customers - Payment tokens export in the Available exports in the Export Builder.

Step 4 - Cancel your account

Until you formally cancel, Recharge continues processing existing subscription orders. When you are ready to cease recurring billing for existing customers, cancel your account. From that point, orders no longer process and you will not be charged for Recharge any further.

The account must be cancelled or billing will continue. It is important to cancel your account before subscriptions become enabled on the new provider to avoid double billing your customers.

Step 5 - Review steps

The checklist will help guide you through cancellation and downloading your information so you are prepared for your new subscription processor. 

FAQ

How do I cancel Recharge?

See Cancelling your Recharge account for the steps to cancel.

Does Recharge notify customers when the account is cancelled?

Recharge does not have a built-in notification to alert customers that subscriptions will be ending. It is the responsibility of the store owner to alert customers of any changes or cancellations to their subscriptions.

How long will Recharge continue processing my subscriptions after I cancel?

Once you cancel your account, subscription processing is immediately stopped. No further processing will happen. Cancelling your Recharge account also disables the standard subscription widget on your storefront so no new customers can purchase subscriptions. 

Custom coding, like Ajax, that directs to the Recharge checkout must be disabled manually. As outlined in our Scope of Support documentation, we can provide available resources from Recharge documentation on widget modifications but can not provide assistance with removing custom code.

Does cancelling my account remove the Recharge code from my store?

Cancelling your Recharge account disables the Recharge code on your store. In most cases, this action removes the code entirely. However, if you have made customizations or manually added portions of the Recharge code you will need to revert those changes and manually remove the Recharge code. 

If you are on the Recharge Checkout the Recharge code is implemented directly on your theme. Cancelling the account disables the code so the widget and other Recharge features will no longer appear.

If you are on the Shopify Checkout Integration, Recharge uses a ScriptTag to implement the integration. Disabling the ScriptTag automatically removes the Recharge code from the theme.

I'm migrating to Shopify Subscriptions, how do I get the subscription details I need?

Our migrations team has created a tool using Migr8 to assist with this process. Reach out to the Recharge Support team to enable the tool for you and then you can proceed with the steps outlined in the Migr8 guide.